Robert McCARTHY
Alternative Capitalis · Wrentham, Massachusetts
Robert McCARTHY is a fee-only financial advisor at Alternative Capitalis in Wrentham, Massachusetts. Robert charges a percentage of assets, hourly fees and a flat fee or retainer (no asset minimum) and focuses on retirement planning and pension planning.
Request an introduction to Robert →
Specialties
Facts
| Firm | Alternative Capitalis |
|---|---|
| Based in | Wrentham, Massachusetts |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $107.8M across 231 accounts |
| SEC registration | Investment adviser representative in FL, MA, ME, NH · CRD 4346871 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.altcapitalis.com |
How Robert's firm compares
- Alternative Capitalis's average account is about $467,000, from its Form ADV (assets managed divided by 231 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert McCARTHY a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Alternative Capitalis reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets, hourly fees and a flat fee or retainer.
How much does Robert charge?
According to Alternative Capitalis's website, checked October 30, 2026: no asset minimum.
Where is Robert McCARTHY based?
Robert McCARTHY is based in Wrentham, Massachusetts.
What does Robert specialize in?
Robert's specialties include retirement planning and pension planning.
Is Robert McCARTHY registered with the SEC?
Yes. Robert McCARTHY is registered as an investment adviser representative in FL, MA, ME and NH (CRD 4346871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Alternative Capitalis manage?
Alternative Capitalis reports $107.8M across 231 accounts in assets under management.
How do I contact Robert McCARTHY?
Through Robert's website, www.altcapitalis.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Alternative Capitalis website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.